Feature Description
The Packing Instructions feature presents a final page before checkout (similar to Upsells), asking guests to choose any packing items they would like included with their order (e.g., napkins, utensils, etc.). This is also commonly used as a means of allowing for Curbside Pickup.
Setup Process
Step 1: Create a new menu within the Point of Sale called Packing Instructions with a group of Items within for any packing options (e.g., napkins, utensils, curbside pickup, etc.).
Step 2: Request a Menu Sync from the Lunchbox Support team via email or live chat on the Admin Dashboard.
NOTE: Be sure to push all saved changes to the Point of Sale before requesting a Menu Sync.
Step 3: After the Menu Sync is complete, navigate to the new Packing Instructions Menu on the Lunchbox Admin Dashboard.
Step 4: Under the Menu Type dropdown, select Packing Instructions.
NOTE: Be sure to select the appropriate Order Type Availability that these Packing Instructions should appear for. Packing Instructions can be different for Pickup vs. Delivery if necessary as well.
Step 4: Under the Menu Type dropdown, select Packing Instructions.
Guest Experience
As the Guest moves through the Checkout process, they will land on a page dedicated to the Packing Instructions before arriving at the ordering confirmation page.
Restaurant Operations
If necessary, Packing Instructions can be set per location by utilizing the Location Availability section on the Menu’s page. Simply enable or disable the toggle (to the right of the location).
Troubleshooting
Customers may encounter an issue where selections are not available on the packaging instructions page within the Lunchbox platform. If you find that a selection is not available on the packaging instructions page, follow these steps to resolve the issue:
Add Menu Items: Go to your POS system (e.g., Toast) and add the necessary menu items within the menu group that is not showing selections.
Publish Changes: After adding the menu items, make sure to publish the changes in your POS system to ensure they are updated and saved.
Initiate Menu Sync: Return to the Lunchbox admin dashboard and perform a menu sync to update the Lunchbox system with the changes made in your POS. To do this:
Navigate to the Menu Entities > Menus page from the menu bar.
Click on the "Sync Menus" button in the upper right corner. If you do not see the button, you may need to update your account's permission settings or contact the Lunchbox Support team for assistance.
Confirm the sync by clicking on the "Yes" button when prompted.
Check for Menu Groups: If the issue persists and involves menu groups, ensure that you have created menu items within those groups in your POS system. This is necessary for the items to be selectable on the ordering site.
Set Selection Limits: For menu groups where only one selection should be allowed (e.g., choosing between "Utensils" and "No Utensils"), go to each menu group in the admin dashboard and select the checkbox labeled "ITEMS IN THIS GROUP CAN ONLY BE SELECTED ONCE". This setting will restrict customers to choose only one item from each group during the ordering process.
Additional Tips
Always verify that the changes are published in your POS system before attempting a menu sync in Lunchbox.
If you encounter any errors during the sync process or if the problem persists, reach out to the Lunchbox Support team for further assistance.
For more detailed instructions on menu sync, please visit our help article on Self-Serve Menu Sync.
FAQ
I only need to set up Packing Instructions for Delivery orders, is that possible?
Yes, within the Order Type Availability section on the Menu’s page, only check off the Delivery option.If there are Modifiers attached to the Items used within the Packing Instructions menu, will guests see those?
Only Items are visible within the Packing Instructions, Modifiers will not be shown.